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Event Details

September is here and it’s a fantastic time to hit your financial reset button!If you look at the money habits of the wealthy, the ones who keep their money for the long-term have one thing in common: They are consistent at keeping track of their financials.

They understand the importance of regularly checking in and making adjustments to accommodate short-term and long-term goals that include large purchases and retirement.

That is why we have organized a workshop session based on our last September’s seminar to help you calculate your monthly budget and net worth statement.

Laura Chanin will give a presentation on financial personalities, and Laura MacCormack will lead the workshop portion. Net worth spreadsheets and instructions on how to pull your credit rating will be made available for those who would like to prepare in advance (not necessary). Come and build your financial plan with us!

You will Discover:

Your money motivation

Your financial personality

What your net worth currently is

How to set up a net worth spreadsheet

What your monthly budget should be to grow your net worth or save for that big ticket item.

What is your credit rating?

Tips on how to improve and manage your credit rating

How to use your credit report to protect yourself from identity theft.

Have specific questions? We'll have lots of time for Q&A.

Please Note: Doors open at 6:30, presentation will begin at 6:45, with one break and networking time at the end of the evening.

These events sell out fast, so book your spot early to ensure your seat!

Laura Chanin is an Investment Advisor and CERTIFIED FINANCIAL PLANNER® working with HollisWealth. HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. (tm) Trademark of The Bank of Nova Scotia, used under license.

Tuesday, 29 September 2015 from 6:30 PM to 8:30 PM (PDT)

Organizer

Leading Ladies Vancouver will be hosting a monthly Meetup to share our knowledge and educate women to help them build confidence and clarity around making financial decisions in life. We want to create a community of women who will continue to inspire and empower other women to do the same. Each month we will have different speakers come and join us to share their knowledge with the Leading Ladies members. Each meeting will provide new and exciting tools, knowledge, and advice for everyone who attends in a safe and non-judgemental space.

Have you ever wondered about how to set up a proper budget to keep track of your income and expenses?

Do you want to learn more about setting short term and long term goals and ensuring you reach them?

Do you worry about what your financial situation might be if you chose to separate from your spouse? Do you want to be financially independent?

Are you living paycheque to paycheque?

Do you want a retirement plan?

Do you feel overwhelmed with financial information and therefore feel you can't make any decisions?

Or are you simply interested in learning more about strategies that will help you build long-term wealth?

If you relate to any of these situations listed above, then this is the group for you!

Leading Ladies Vancouver is led by Laura Chanin, Laura MacCormack and Sayo Nickerson PREC (Personal Real Estate Corporation). We are all extremely passionate about guiding women to financing success through education. We are professional advisors in the real estate and finance world and feel that this segment of the market is underserved. Women can be wise decision makers and great providers -for ourselves and others -we just need to build the confidence to make those decisions for ourselves. And the great news is: your current financial situation does not matter!

Join us, invite your friends, and take control of your financial matters.